Fundamental, Technical, Webinar

Outlook 2026: Position Your Portfolio for What's Next

20 November 2025

As 2025 draws to a close, investors face evolving interest rate trends, resilient earnings, persistent inflation, and rapid technological change.

In this session, CFRA's top analysts shared actionable insights to help position your portfolio for the opportunities and risks of 2026.

Expert Panel:

  • Stewart Glickman, CFA (moderator) – Director of Research
  • Sam Stovall, CFP – Chief Investment Strategist
  • Michael Kahn, CMT – SVP, Senior Market Analyst

Our analysts reflected on the significant economic shifts in 2025, including shifting monetary policy expectations, uneven global growth, persistent inflation dynamics, and evolving sector performance patterns. They examined how these developments are shaping market structure, trend formation, valuation regimes, and risks as we move into 2026.

We discussed:

  • Market Structure –Cross-asset trend developments observed in 2025 and their potential implications for 2026
  • Market Timing Signals– Technical patterns and indicators that could signal changes in market momentum and leadership
  • Winning Sectors for 2026 – Fundamental considerations shaping sector performance, including earnings trends and valuation dynamics
  • Global Risk Assessment – Macro forces such as global economic conditions, policy developments, and geopolitical factors

Download the slide deck here.